Rothschild Investment LLC’s VanEck Bitcoin Trust HODL Stock Holding History

Rothschild Investment LLC’s Portfolio HODL Stock Details HODL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$83K	Sell	5,000 -10,000	-67%	-$203K	﹤0.01%	1120
2026 Q1	$287K	Sell	15,000 -7,000	-32%	-$151K	0.02%	559
2025 Q4	$544K	Buy	22,000 +5,000	+29%	+$142K	0.03%	343
2025 Q3	$550K	Sell	17,000 -3,000	-15%	-$97.2K	0.03%	325
2025 Q2	$609K	Buy	20,000 +6,000	+43%	+$167K	0.04%	296
2025 Q1	$326K	Hold	14,000	–	–	0.02%	404
2024 Q4	$370K	Buy	14,000 +2,000	+17%	+$46.9K	0.02%	393
2024 Q3	$215K	Hold	12,000	–	–	0.01%	497
2024 Q2	$204K	Hold	12,000	–	–	0.01%	497
2024 Q1	$241K	Buy	+12,000	New	+$186K	0.02%	436

Other funds holding HODL

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Rothschild Investment LLC's HODL Position: Q2 2026 in Review

Rothschild Investment LLC reduced its VanEck Bitcoin Trust (HODL) stake by 67% in Q2 2026, selling an estimated $203K and leaving 5,000 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Rothschild Investment LLC first reported a position in HODL in Q1 2024 and has held it in 10 quarters since. The position peaked at $609K in Q2 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Rothschild Investment LLC held 5,000 shares of VanEck Bitcoin Trust worth $83K as of Q2 2026.
Rothschild Investment LLC sold 10,000 VanEck Bitcoin Trust shares in Q2 2026, an estimated $203K.
VanEck Bitcoin Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1120 holding.
Rothschild Investment LLC first reported a position in VanEck Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's VanEck Bitcoin Trust position peaked at $609K in Q2 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.